ORG Partners’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

ORG Partners’s Portfolio LCTU Stock Details LCTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,043	Closed	-$66.8K	–	1515
2024 Q4	$66.8K	Sell	1,043 -36	-3%	-$2.32K	0.01%	505
2024 Q3	$67.7K	Sell	1,079 -145	-12%	-$8.76K	0.01%	457
2024 Q2	$72.8K	Buy	+1,224	New	+$69.9K	0.01%	697
2024 Q1	–	Sell	-1,535	Closed	-$80.3K	–	840
2023 Q4	$80.3K	Buy	1,535 +532	+53%	+$26K	0.01%	444
2023 Q3	$47.2K	Buy	1,003 +184	+22%	+$9.03K	0.01%	532
2023 Q2	$40.1K	Buy	+819	New	+$37.8K	0.01%	710

Other funds holding LCTU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

ORG Partners's LCTU Position: Q1 2025 in Review

ORG Partners sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2025, closing a stake of 1,043 shares — an estimated $66.8K sold.

ORG Partners first reported a position in LCTU in Q2 2023 and held it in 6 quarters. The position peaked at $80.3K in Q4 2023. 180 funds tracked by Wall St. Rank hold LCTU as of Q1 2025.

ORG Partners reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 1,043 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2025, an estimated $66.8K.
ORG Partners first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2023 and held it in 6 quarters.
ORG Partners's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $80.3K in Q4 2023.
180 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.